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Upstart Hldgs shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $999 35 28.57
2022-03-31 $4.0k 35 114.29
2021-12-31 $5.0k 35 142.86
2021-09-30 $6.0k 20 300.00
2021-06-30 $2.0k 20 100.00

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding Upstart Hldgs

Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Bank of America Corporation
Jane Street
Bank Of Montreal
Goldman Sachs Group
Nomura Holdings
Barclays
Gts Securities
Two Sigma Investments
Wolverine Trading
Voloridge Investment Management
Mirae Asset Global Investments
Moore Capital Management

View all funds holding Upstart Hldgs